Income tax preparation in the United States was a fairly simple thing to do once upon a time. But things have changed. Today tax preparers are all different. Some emphasize their firm size and history, some talk about their credentials and experience, and yet others promise you the lowest price for their tax and accounting services. How does one choose the best tax preparer for an individual, business, nonprofit, or trust tax return?

Think of the following as your tax professional checklist when searching for your next tax return preparer:

Qualifications are important. US tax regulations change all the time and it takes considerable resources to keep up with it all. We are certified public accountants. As such we are required to take at least 120 hours of continuing professional education every three years. We also make sure we meet or exceed the standards of the Wisconsin Institute of Certified Public Accountants for continuing professional education.

Mutual respect is essential. You should feel comfortable asking your tax accountant questions about how they prepare your tax returns without feeling intimidated. At Kostecke CPA we enjoy answering your questions and consider it a privilege to educate you on your tax situation. And we provide you with the steps you can take to lower your taxes next year.

Price is a key factor but make sure you know how comprehensive the tax preparation service is. Many tax professionals are missing in action after April 15th. If the IRS sends you a letter, can you count on your tax preparer’s help? Will they charge you to correct errors they made? If you call with a question, will you receive a bill for it? Kostecke CPA stands with you when the IRS comes calling.

If you are looking for a CPA you can trust to manage your income tax preparation and file your taxes correctly and efficiently, has strong qualifications, and will stand by you if the IRS comes knocking, you have come to the right place. To find out if we’re a good fit for you we would love to meet you, answer your questions, and provide a quote.

Jann Kostecke is a CPA specializing in small business accounting, business startup planning, and tax preparation services. Jann's background includes both public accounting and private industry experience. She spent her early career in public accounting at Arthur Andersen & Co. in Kansas City, Missouri. She then joined Kimberly-Clark Corpo [Read More]